Running Point Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Running Point Capital Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-268	Closed	-$23.7K	–	185
2024 Q4	$23.7K	Hold	268	–	–	0.01%	138
2024 Q3	$23.6K	Hold	268	–	–	0.01%	126
2024 Q2	$21.7K	Hold	268	–	–	0.01%	121
2024 Q1	$22.5K	Hold	268	–	–	0.01%	119
2023 Q4	$20.8K	Hold	268	–	–	0.01%	128
2023 Q3	$18.6K	Hold	268	–	–	0.01%	125
2023 Q2	$19.6K	Hold	268	–	–	0.01%	127
2023 Q1	$18.7K	Hold	268	–	–	0.01%	126
2022 Q4	$18.1K	Hold	268	–	–	0.01%	185
2022 Q3	$17K	Hold	268	–	–	0.01%	183
2022 Q2	$17K	Hold	268	–	–	0.01%	194
2022 Q1	$21K	Hold	268	–	–	0.01%	185
2021 Q4	$22K	Sell	268 -132	-33%	-$10.8K	0.01%	100
2021 Q3	$31K	Hold	400	–	–	0.01%	139
2021 Q2	$32K	Hold	400	–	–	0.01%	125
2021 Q1	$30K	Hold	400	–	–	0.02%	111
2020 Q4	$27K	Buy	+400	New	+$25.5K	0.02%	103

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Running Point Capital Advisors's IWR Position: Q1 2025 in Review

Running Point Capital Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2025, closing a stake of 268 shares — an estimated $23.7K sold.

Running Point Capital Advisors first reported a position in IWR in Q4 2020 and held it in 17 quarters. The position peaked at $32K in Q2 2021. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

Running Point Capital Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Running Point Capital Advisors sold 268 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $23.7K.
Running Point Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 17 quarters.
Running Point Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $32K in Q2 2021.
1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Running Point Capital Advisors's 13F filing for Q1 2025, filed 15 May 2025.